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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Barry Grossman who wrote (59777)	7/12/1998 11:22:00 AM
From: rudedog	Read Replies (1) \| Respond to of 186894

Barry - Intel has had a vision of where the overall architecture needs to go which included a transition from current IA32 architecture to IA64 over time. What is at issue here is what percentage of new applications and new hardware architectures transition to IA64 at which points in time. The expansion of virtual address space to terrabytes of directly addressable memory will create the opportunity for whole new classes of computing. The 36 bit addressing scheme used by Xeon was conceived as a transitional step which allowed a greater degree of direct backward compatibility with IA32 while allowing development of more advanced applications. The major architectural shift to 64 bit is a much bigger deal. But these are large, slow shifts which take a while to accomplish - the 386 introduced 32 bit capability in 1986, and we are just now seeing the last 16 bit components flushed out of common use, more than 12 years later. The important concept for intel investors is to understand that Intel has the ability to address current market needs for several years to come, and can intersect the real revenue potential of Merced without any substantial delay if they manage the adoption of current technology correctly.